Find the Best Financial Advisers in Weymouth

Baker Davies provides independent financial advisory services specialising in pensions, investments, and wealth management. Established in 1999 and regulated by the FCA, we create tailored financial strategies for individuals and businesses. Our client-focused approach combines technical expertise with personal understanding to deliver objective, adaptable solutions.

Apex CB Financial Planning Ltd is an independent financial advisory firm based in Poole, Dorset. Specialising in personalised financial strategies, we serve individuals and businesses across Dorset and South Hampshire. Our FCA-authorised team provides holistic wealth management and pension planning solutions tailored to clients' unique life stages and financial goals.

Ideal Financial Solutions provides expert financial advisory services specialising in investments, pensions, mortgages, and business efficiency solutions. Based in Wimborne, Dorset, we deliver impartial, client-focused advice tailored to individual financial goals. Our FCA-regulated team combines technical expertise with personal experience to create sustainable financial strategies for individuals and businesses.

Burgess & Lee offers bespoke wealth management and financial planning services, focusing on understanding client objectives and delivering tailored strategies. We specialise in investment planning, risk assessment, and portfolio management, supported by FCA-regulated expertise. Our client-centric approach ensures long-term partnerships through regular reviews and transparent communication.

The Wilcox Young Partnership Ltd provides comprehensive financial advisory services to individuals and businesses in Dorset and surrounding areas. Specialising in pensions, investments, and estate planning, we deliver tailored solutions through FCA-regulated, jargon-free advice. Our client-centric approach combines 35+ years of experience with transparent fee structures and ongoing support.